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Willingdon Wealth Management’s Agilent Technologies A Stock Holding History

Willingdon Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8
Closed -$1K – 371
2019
Q3 		$1K Buy
+8
New +$577 ﹤0.01% 374

Other funds holding A

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willingdon Wealth Management's A Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Agilent Technologies (A) in Q4 2019, closing a stake of 8 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in A in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 750 funds tracked by Wall St. Rank hold A as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Agilent Technologies position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 8 Agilent Technologies shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Agilent Technologies in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Agilent Technologies position peaked at $1K in Q3 2019.
  • 750 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.